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BlackDiamond Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

BlackDiamond Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.98M Buy
2,780
+125
+5% +$83.3K 0.79% 35
2026
Q1 		$1.59M Buy
2,655
+33
+1% +$20.6K 0.76% 38
2025
Q4 		$1.67M Buy
2,622
+7
+0.3% +$4.35K 0.82% 36
2025
Q3 		$1.6M Buy
2,615
+37
+1% +$21.8K 0.87% 36
2025
Q2 		$1.46M Hold
2,578
– – 0.84% 35
2025
Q1 		$1.34M Buy
2,578
+26
+1% +$14.1K 0.9% 36
2024
Q4 		$1.38M Hold
2,552
– – 0.79% 36
2024
Q3 		$1.4M Sell
2,552
-16
-0.6% -$8.13K 0.85% 37
2024
Q2 		$1.25M Sell
2,568
-21
-0.8% -$10.1K 0.82% 38
2024
Q1 		$1.24M Sell
2,589
-72
-3% -$33K 0.89% 34
2023
Q4 		$1.2M Buy
2,661
+72
+3% +$29.5K 0.88% 34
2023
Q3 		$989K Buy
2,589
+130
+5% +$53.2K 0.89% 32
2023
Q2 		$1.03M Buy
2,459
+45
+2% +$17.4K 0.87% 31
2023
Q1 		$901K Buy
2,414
+220
+10% +$80.7K 0.92% 26
2022
Q4 		$787K Sell
2,194
-10
-0.5% -$3.53K 0.89% 26
2022
Q3 		$780K Sell
2,204
-201
-8% -$73.4K 0.94% 25
2022
Q2 		$873K Buy
2,405
+1,038
+76% +$391K 1.09% 25
2022
Q1 		$567K Sell
1,367
-3
-0.2% -$1.23K 0.68% 38
2021
Q4 		$598K Buy
+1,370
New +$578K 0.69% 41

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackDiamond Wealth Management's VOO Position: Q2 2026 in Review

BlackDiamond Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 4.7% in Q2 2026, buying an estimated $83.3K and bringing the position to 2,780 shares worth $1.98M. The position accounts for 0.79% of the portfolio, ranked #35.

BlackDiamond Wealth Management first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • BlackDiamond Wealth Management held 2,780 shares of Vanguard S&P 500 ETF worth $1.98M as of Q2 2026.
  • BlackDiamond Wealth Management bought 125 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $83.3K.
  • Vanguard S&P 500 ETF made up 0.79% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #35 holding.
  • BlackDiamond Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.